to get those good IP from nikelodeon and paramount, viacom is only worth 11B, a fraction of NFLX’s worth. Maybe add Lionsgate to the shopping cart too for extra 3B. I can’t see any reason not to do it, those smaller players are struggling anyway and even more so when every big player builds their streaming service. Plus, buying them first to block Apple and Disney - they are already monopoly and still buying everything.
Content are fungible. Netflix can create content by its own, and it's cheaper.
Buying now with NFLX stock is a good deal given NFLX valuation is very high, you can immediately monetize those IPs, and integrate their studio production to your own so long term the cost of production will be down too.
Wait until they firesale. Yes, some IPs are valuable. But why inherit a bunch of people and fire them, and pay premium for that
Netflix is dieing... to be acquired so acquisitions don't make sense right now.
They signed a deal with Paramount (Viacom) late last year. An acquisition, whole or in part is worth considering.
Why buy companies with ossified cultures and do a big layoff - restructure when all you need is the IP. license or buy the ip, and hire the talent yoh want. Cleaner and cheaper
Yes please. I want Godfather back on Netflix.